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2016 Finalist: Retiree Income

Retiree Inc. is an technology company delivering an innovative retirement planning process through its software for financial professionals and consumers.

Retiree Inc. (www.retireeincome.com) is an technology company delivering an innovative retirement planning process through its software for financial professionals and consumers.

Income Solver, for financial professionals, and Income Strategy, for consumers, use tax-efficient withdrawal strategies, coupled with optimal Social Security claiming strategies to find years more of retirement income for clients and consumers.

Both platforms use powerful analytic engines backed by a decade's worth of research.

For more information, please visit www.retireeincome.com

Award Category:

  • Innovation - New Applications

Finalist Initiative:

  • Income Solver Fills Retirement Income Gap in Advice

Read more about the WealthManagement.com Awards 2016

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